ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,790,127 | +5.6% | 87,388 | +10.7% | 0.32% | +0.6% |
| Q2 2023 | $20,636,558 | +909.0% | 78,923 | +865.3% | 0.32% | +750.0% |
| Q1 2023 | $2,045,186 | +50.2% | 8,176 | +36.4% | 0.04% | +15.2% |
| Q4 2022 | $1,361,206 | +16.5% | 5,993 | +12.5% | 0.03% | -8.3% |
| Q3 2022 | $1,168,000 | -2.1% | 5,326 | +1.0% | 0.04% | 0.0% |
| Q2 2022 | $1,193,000 | -13.3% | 5,273 | +2.9% | 0.04% | -20.0% |
| Q1 2022 | $1,376,000 | -25.9% | 5,126 | -21.8% | 0.04% | -25.0% |
| Q4 2021 | $1,857,000 | +8.0% | 6,558 | +0.3% | 0.06% | -4.8% |
| Q3 2021 | $1,720,000 | -12.3% | 6,539 | -10.4% | 0.06% | -20.3% |
| Q2 2021 | $1,962,000 | +3.3% | 7,300 | 0.0% | 0.08% | -22.5% |
| Q1 2021 | $1,900,000 | +12.3% | 7,300 | -0.9% | 0.10% | +4.1% |
| Q4 2020 | $1,692,000 | +23.1% | 7,363 | -0.7% | 0.10% | +4.3% |
| Q3 2020 | $1,374,000 | 0.0% | 7,414 | -4.0% | 0.09% | -9.6% |
| Q2 2020 | $1,374,000 | +24.0% | 7,724 | +0.3% | 0.10% | -1.0% |
| Q1 2020 | $1,108,000 | -2.9% | 7,700 | +38.9% | 0.10% | -25.0% |
| Q4 2019 | $1,141,000 | +70.8% | 5,545 | +60.3% | 0.14% | +50.5% |
| Q3 2019 | $668,000 | -8.0% | 3,459 | -7.5% | 0.09% | -8.8% |
| Q2 2019 | $726,000 | +9.8% | 3,738 | +7.1% | 0.10% | -17.7% |
| Q1 2019 | $661,000 | -18.8% | 3,489 | -28.8% | 0.12% | -27.1% |
| Q4 2018 | $814,000 | -50.3% | 4,900 | -39.8% | 0.17% | -42.2% |
| Q3 2018 | $1,637,000 | +177.0% | 8,134 | +168.1% | 0.29% | +133.3% |
| Q2 2018 | $591,000 | +3.9% | 3,034 | 0.0% | 0.13% | +5.0% |
| Q1 2018 | $569,000 | +0.5% | 3,034 | +1.8% | 0.12% | +0.8% |
| Q4 2017 | $566,000 | +2.5% | 2,981 | -3.3% | 0.12% | -4.0% |
| Q3 2017 | $552,000 | +2.6% | 3,083 | -0.3% | 0.12% | -2.4% |
| Q2 2017 | $538,000 | +0.6% | 3,093 | -1.0% | 0.13% | -3.8% |
| Q1 2017 | $535,000 | +27.1% | 3,124 | +22.8% | 0.13% | +16.8% |
| Q4 2016 | $421,000 | +3.7% | 2,544 | -3.1% | 0.11% | +0.9% |
| Q3 2016 | $406,000 | +3.6% | 2,626 | 0.0% | 0.11% | 0.0% |
| Q2 2016 | $392,000 | +3.4% | 2,626 | 0.0% | 0.11% | -2.6% |
| Q1 2016 | $379,000 | -2.3% | 2,626 | -5.6% | 0.12% | -5.0% |
| Q4 2015 | $388,000 | -4.2% | 2,783 | -6.2% | 0.12% | -16.6% |
| Q3 2015 | $405,000 | -3.8% | 2,967 | +5.7% | 0.14% | +2.1% |
| Q2 2015 | $421,000 | -1.2% | 2,806 | 0.0% | 0.14% | -6.0% |
| Q1 2015 | $426,000 | +3.9% | 2,806 | -0.8% | 0.15% | -2.6% |
| Q4 2014 | $410,000 | +6.8% | 2,830 | +0.9% | 0.16% | -4.9% |
| Q3 2014 | $384,000 | -4.2% | 2,806 | 0.0% | 0.16% | -5.8% |
| Q2 2014 | $401,000 | +16.2% | 2,806 | +11.9% | 0.17% | +8.1% |
| Q1 2014 | $345,000 | +3.0% | 2,507 | 0.0% | 0.16% | -2.4% |
| Q4 2013 | $335,000 | +13.9% | 2,507 | +5.7% | 0.16% | +2.5% |
| Q3 2013 | $294,000 | – | 2,371 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 154,686 | $38,571 | 28.94% |
| Holland Advisory Services, Inc. | 74,919 | $18,680,950 | 23.75% |
| LVZ, Inc. | 483,808 | $120,637,490 | 19.46% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,062 | $57,615,301 | 18.85% |
| Chandler Asset Management, Inc. | 307,779 | $76,744,682 | 18.62% |
| New England Professional Planning Group Inc. | 120,234 | $29,982,832 | 18.57% |
| Harbor Group, Inc. | 128,160 | $31,956,794 | 18.00% |
| Investments & Financial Planning, LLC | 77,046 | $19,211,497 | 17.13% |
| Platt Investment Counsel, LLC | 53,509 | $13,342,407 | 15.92% |
| TRUEFG, LLC | 147,396 | $36,753,145 | 15.90% |